Opiniones de JobNimbus

Keeping track of multiple offices, being able to talk to each user. Track conversations of with customers.

Would like to integrate excel with the program. I would like to separate different office managers from seeing each other's area.

Overall it is pretty simple to use. I 've actually figured out some of the support issues that your support team couldn't figure out. Also figured out a couple of work arounds to make the system more useful for my company.

Your sections in the estimate templates. Currently I click on the section link to create the section but I then open up my notepad to enter the description so I can see the entire thing in order to proof read it. I then copy and paste it into the description field.

The software works overall to manage many different areas of your business. However, it does none of them well. It does a good job of keeping everything in one place but what good is that if it still has lots of bugs that the company refuses to fix?

BUGS! Lots of Bugs!!! No offline version. This is a cloud software. It routinely goes down and locks you out of your customer data and job information. If you are doing jobs in rural areas or areas that lack reception you will be unable to access your job nimbus in ANY capacity. The other HUGE ISSUE i have is that the software constantly prints a SECOND PAGE on estimates an invoices for customers and subcontractors. Their software was written by third world countries (probably the same guy who wrote the Boeing airplane trim level software) If you write too many lines it will kick a blank second page out. So you print this, it prints two pages. You send it to a client, it sends them a two page PDF, which the second is blank. Its unprofessional. For the last year the company has said, just make it print one page. Well even if you do that, it still says 1 of 2 pages and the customer asks you where the second page is. They want to know what it says on the second page before they approve an $40,000 estimate.

It was aesthetic and super easy to use, with everything very intuitive

There were some things i couldnt find like putting notes or somthing, and sometimes a little slow

JobNimbus strikes a good balance between user-friendliness and power. While initially, the software can be overwhelming, it is easy to learn after spending a few minutes to really get to know the program. Additionally, there are training resources available online which make the process even easier. This means that you are able to use the extremely powerful tools that JobNimbus offers after a few hours of training and working around in the software. It allows you to do everything that you would want a CRM software to do, and then some. Additionally, there is a sales pipeline functionality that I personally don't use, but our sales team does, and it allows them to stay on top of every incoming lead.

There are several areas that are still (to the best of my knowledge) in development, including integrations with other apps - specifically Zapier. Zapier is an essential integration, and as of the time of writing, JobNimbus does support it - just not with custom fields. I believe that this is a big missing feature, and the only significant issue I find with the program.

We've been using Jobnimbus for about 3 years now and the built in functionality with payments, Quickbooks and job tracking have made our lives so much easier. All photos and documents get uploaded directly from our phones out in the field for sales and invoicing made simple.

No functionality for e-signatures... Like, we can let customers pay their bills right thought a huge green button on the email, why not have a huge blue button saying "approve estimate." Make it easy for people to say yes to us, then store that on the cloud with everything else...

It is easy to use and not too expensive

nothing in particular, everything I need

Streamlined operations, customer data available anywhere on the go, extremely easy to train sales force on, excellent functionality and works on mobile device.

There’s some minor bugs when using the app on iPhone. The search bar clear button doesn’t work and sometimes it will not allow you to preview your job pictures uploaded to customers profile before entering text description of pic.

It's inexpensive and it's fairly easy. Most competent owners can set it up the way that they would like, instead of having to pay the company to do it for them.

The mobile app is pretty good.

Support is awful. You send an email and wait for a response. Phone support consists of leaving a voicemail and getting called back. Feature suggestions are ignored. We have a ticket open regarding QB sync for months now, escalated to senior development.

No one at JN wants to be the best. No one reaches for the brass ring. No one wants JN to absolutely be the best that it can be. Pay your bill, take what you get. That's all. I would never recommend this to anyone. We will likely stay for a while because retraining a whole team is a pain, but I would advise anyone considering JN to stay away.

That everyone can look at all the documents that is in jobnimbus or add anything to it.

Could use a update on the look of the software

JobNimbus is a very cost effective solution to manage our daily workflow. It customizes to us versus us having to customize to it. It provides all the main and plain features needed to keep our team connected and efficient through our workflow from start to finish. Works as our CRM and Operational software. Flexible reporting and mobile access are also a big pro.

Photo reporting would be a great addition. Currently, there is no option to print photos in a report format. Odd, because you can create a report for just about everything else.

Integrations are almost limitless - with suppliers, quickbooks, online calendars, etc

All those options require a LOT of decisions and time to set up

the integration of pictures & the way the initial estimate can "create" more documents that we use. the uniformity is great.
I live the estimate process software... I'm always busy and i can prepare a quote very quickly

I absolutely hate how difficult it is to actually set the date and time for a lead appointment with the mobile app. It sucks.... the way you select the date and time is really a pain in the ass.. try it you'll see what I mean

It is simple to use and team others to use. The people in customer service and very friendly. Their software is very friendly to our users too.

I can't use forms that could help me with lead follow up... that I am aware of.

Ease of use and monthly fee. Good value for the spend

1. Estimating needs work ... integration with 3rd party might be best
2. App can be glitchy
3. support is pretty weak .... can almost never get anyone on the phone. When you do, often get conflicting answers
4. Sales reporting needs a lot of help - ROI, individual sales reporting, goals etc. Should integrate with a ZOHO or similar
5. Financing needs built in
6. Needs integrated with ABC asap!
7. No real demo tools at all
8. Digital signature needed.
9. No real contract tools

Very affordable, easy to use for what it has, quick, very customizable,

I wish it had options to be more marketing oriented than a pure project management software. I’m so frustrated right now because I don’t want to leave them but I need a lot of features added or customized and the support hasn’t been good. I hope they would be able to dedicate me more time over the phone rather than just a tedious back and forth by email that may take days for me and them to figure out my needs. I never received an one on one onboard call. I’m not sure if all these support issues are because of the type of subscription I have is not one of the best. I just feel I’m not being heard, helped and cared for. I hope this changes before I switch to job progress.

I love the ability to track communications and all files for a client through the project lifecycle. Especially when it is paired with Company Cam for tracking changes/photos.

I would love to see this integrate with .xls document exporting better. It would be an amazing step if I could export an estimate or Invoice into an excel format for further breakdown and project tracking. This would in turn give much better opportunity for profitability and ease of use. As of now, I have to double enter everything OR use a completely different estimating suite....which I would rather not do.

We looked at a lot of programs to help try to manage our customer projects. We were a strictly paper and word of mouth operation. Job Nimbus is allowing us to slowly change and monitor our practices. We've been able to secure a better sales pipline and keep better tabs on our accounts receivable and outstanding. It's hard to teach old dogs new tricks. Which is why I love that we can use what we need and ease into other areas. Not to mention it is far cheaper and the video instructions made it easier to set-up.

The mobile app is not my favorite. I would love if they just scraped it and started over. It works well but the design, in my opinion, is not as aesthetically and functionally attractive.

The best part of the program is the job board section. It comes in handy for every department in the company. Each employee can see where a job stands and you can set notifications, so they will know about a job they need to pay attention to. Being able to import customers from previous CRMs is great. It means you won't have to do a lot of data entry of past customers to catch up your Job Nimbus database.

The only downfall, which really isn't the fault of the program at all, is if one person doesn't update a job along the way, the job could get lost. To make Job Nimbus a successful CRM in your company, every employee needs to use it every step of the way. An example is if your production manager forgets/fails to update a job as complete, the accountant would never know they are supposed to bill the customer. I'm sure there would be a workaround, but we ended up deciding it wasn't worth using this program because some employees would skip crucial steps, resulting in jobs getting lost.

It keep everything centrally located and easily accessible. It's syncing capabilities with QuickBooks and Gmail as well as the other programs that are pivotal to our company. It easily converts the information entered into different forms i.e. estimates, invoices, and it's design is user friendly.

My biggest concern and complaint about this program is the glitching. For example, it often has long load times whether it be looking up a contact, saving anything, converting estimates into invoices, etc. It will reuse invoice and estimate numbers and not tell you that it's a duplicate number until it's complete and you're trying to save it. It also won't allow you to enter multiple people with the same name, i.e. James Smith. These are a couple examples of things that I feel if addressed and corrected will enhance the program as well as strengthen the efficiency, and support the effectiveness of an already very useful and easily used system.

This platform is easy to learn, use, and incorporate into everyday functions of business. Helps keep an ever lasting digital file for customers and assists in communication amongst team members. Admins are able to edit features to fit our needs as a company and this helps us to optimize how we do business. All around I think Job Nimbus has a great over all design that has helped get away from paper files and has helped to increase communication between team members.

While Job Nimbus has taken steps recently in this direction, I don't like how jumbled the notes become in a log format its easy for things to get lost in the mix. Job Nimbus has categorized notes which can help to sift through to find the information you need.

Job Nimbus is a one-stop database for all of our clients. It allows us to place/file all documents in on online filing system. It also allows us to use the scheduling and tasks to keep projects on track so they can be completed in a timely manner. This helps to prevent items from falling through the cracks.

I am not a field/mobile user so much, but do hear that the upload feature of photos and documents from mobile/tablet devices can be problematic. Sometimes the files can upload fine, but then the next 3 files (all photos) cannot be read or upload as an unknown format.

The My Tasks on the dash board is a must have! It brings all of your tasks and calendar appointments into an agenda list to be checked off at the end of the day or some time in the future. Nothing goes away until you check it off. I first learned how valuable this feature was the first time I started using it. I discovered an appointment a month before that I had completely overlooked. The customer already had her claim paid and was ready to have her roof replaced. Needless to say, she was not happy with us and had already had her roof replaced by another company. I cannot find an app or another CRM that has this feature. I'm actually paying for JobNimbus just for this feature along with another CRM that have other features that I need.

Having contacts and jobs in separate boards is too much. Jobs is a must for us as we have lots of repeat business from contractors and home owners. I can't imagine any company in this industry that doesn't need the jobs feature turned on.
Entering a new contact and then creating a job for that contact is a tedious time consuming headache. I had to take a call because the ladies in the office were busy with other calls, as I tried to enter the info while on the phone with the customer, that's when I made the decision to go back to the program we had been using before. Entering the initial contact and job information needs to be easy enough while on the phone with the customer.
Doesn't sync job expenses from Quickbooks online.

Being a consistent storehouse of information for all aspects of a project from prospecting through estimating, through production through installation and closeout, JN does a great and easy job of collecting and organizing all. As with any software platform - the more you put in the more you get out. The most effective people in the organization utilize as much of the functionality of JN as possible - and it shows!

While I LOVE the fact that it translates from your laptop to your phone - sometimes when tracking an email in Outlook it makes me sign back in to JN often - a quirk I'm sure and ultimately better for security. Other than that I think the package is top notch.

I like that the software is simple enough for our in field team members are able to use it but also has the capability to contain so much information on the jobs. The fact that it coordinates with email and google calendar is a plus too!

That you can only see you own calendar from the app. When I'm out of the office sometimes I need to see where other people are or should be.